SageView Advisory Group’s Valaris VAL Stock Holding History

SageView Advisory Group’s Portfolio VAL Stock Details VAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-55	Closed	-$2.77K	–	2336
2025 Q4	$2.77K	Buy	+55	New	+$2.95K	﹤0.01%	2147

Other funds holding VAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SageView Advisory Group's VAL Position: Q1 2026 in Review

SageView Advisory Group sold out of Valaris (VAL) in Q1 2026, closing a stake of 55 shares — an estimated $2.77K sold.

SageView Advisory Group first reported a position in VAL in Q4 2025 and held it in 1 quarter. The position peaked at $2.77K in Q4 2025. 361 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

SageView Advisory Group reported no remaining Valaris position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 55 Valaris shares in Q1 2026, an estimated $2.77K.
SageView Advisory Group first reported a position in Valaris in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Valaris position peaked at $2.77K in Q4 2025.
361 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.